Pointing the Plan to the Actuals and Budget

Modify the instance of the layout used to generate the plan, to point the generated plan to the appropriate budget and set of actuals. The instance of the layout always has the same name as the generated plan:

The layout template for a top-down forecast is specified in the forecast-method parameters. The forecast method is selected during plan generation.

The layout template for a bottom-up projection is specified during forecast generation.

Note: For the Budget Management module only. If you are importing a forecast, you can specify a name for the layout that is different from the name of the imported forecast in the INTERFACE TASK. See Creating or Updating the Budget Import Interface Task.

To verify that the plan points to the appropriate set of actuals and budget:

  1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Layouts.
  2. Select the appropriate layout. You must run the Actuals Copy Task before you can reference the imported actuals. See Copying Payroll and Point-of-Sale Actuals for Viewing on the Worksheet.
  3. In the following rows, verify or change the Budget/Forecast column values so that they point to the actuals imported by the Actuals Copy Task:
    Name Description
    SALES Last Year Actual Sales
    SALES This Year Actual Sales

  4. In the following rows, verify or change the Budget/Forecast column values so that they reference the budget you imported:

    Name Description
    SALES Budget
    PAYROLL PERCENT Budget
    AHR Budget
    SPH Budget
    PAYROLL Budget
    SPH Budget

    For descriptions of these columns, see Worksheet Columns in the Budget Management Module.

    You must run the Import Budget Task before you can reference a budget. See Creating or updating the import task.

  5. BUP PLAN TEMPLATE layout only. In the following rows, verify or change the Budget/Forecast column values so that they reference the budget you imported

    Name Description
    SALES This Years Budget Sales
    BUDGETED HOURS Budget Hours
    BUDGETED PAYROLL Budget Payroll
    BUDGETED PAYROLL PERCENT Budget Payroll %
    BUDGETED SPH Budget Sales Per Hour

    For descriptions of these columns, see BUP PLAN TEMPLATE Layout.

You do not need to change the column values for the BUP BUDGET TEMPLATE layout because it does not display data from the reference budget on the Worksheet.